Lululemon (LULU) Stock in 2026: What Investors Need to Watch

Group 1 - Lululemon Athletica's stock has declined 46% as of December 16, 2025, contrasting sharply with a 17% growth in the S&P 500 index [1] - The U.S. market, which accounts for over half of Lululemon's revenue, has seen a 3% year-over-year sales decline in Q3 2025, while the Chinese market experienced a 46% sales increase [3][4] - Maintaining brand position is crucial for Lululemon, which has a gross margin of 55.6%, significantly higher than competitors like Nike (42.2%) and Apple (36%) [5][6] Group 2 - Lululemon's CEO Calvin McDonald will step down at the end of January 2026, with interim co-CEOs Meghan Frank and André Maestrini taking over until a new CEO is appointed [9]